Rich McDonald

Head-Fixed Income Invts at

Moneta Group Investment Advisors LLC

Finance

Consumer Services

Profile

Mr. Richard P.
McDonald is a Managing Director of Capital Markets at Moneta Group Investment Advisors LLC.
He provides Moneta Principals and their clients expert investment guidance, portfolio modeling, securities research, and financial analyses.
Eager to contribute in whatever way he can to client success, he often attends client meetings and reviews.
Prior to joining Moneta, he served as Fixed Income Advisor at Buckingham Asset Management.
He received his Bachelor of Science in Information Systems from University of Idaho and his Master of Business Administration from Saint Louis University.

Rich McDonald active positions

Companies	Position	Start
Moneta Group Investment Advisors LLC Moneta Group Investment Advisors LLC Investment ManagersFinance Moneta serves as an objective, third-party professional to assist clients in managing the overall investment process. The investment allocations developed between the firm and their clients are based on various considerations and are expected to offer the opportunity to diversify their portfolio in a manner consistent with the clients’ investment objectives and risk tolerance.	Head-Fixed Income Invts	2010-01-31

All active positions of Rich McDonald

Former positions of Rich McDonald

Companies	Position	End
Buckingham Strategic Wealth LLC Buckingham Strategic Wealth LLC Investment ManagersFinance Buckingham practices an evidence-based approach to investing. The firm typically creates a portfolio of passively and/or evidence-based mutual funds and, where appropriate, individual fixed income securities and closed-end funds, and can use model portfolios if the models match a client's investment policy. They allocate a client’s assets among various investments taking into consideration the client’s unique ability, need and willingness to take risks.	Corporate Officer/Principal	-

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Linked companies

Private companies	4
Moneta Group Investment Advisors LLC Moneta Group Investment Advisors LLC Investment ManagersFinance Moneta serves as an objective, third-party professional to assist clients in managing the overall investment process. The investment allocations developed between the firm and their clients are based on various considerations and are expected to offer the opportunity to diversify their portfolio in a manner consistent with the clients’ investment objectives and risk tolerance.	Finance
Buckingham Strategic Wealth LLC Buckingham Strategic Wealth LLC Investment ManagersFinance Buckingham practices an evidence-based approach to investing. The firm typically creates a portfolio of passively and/or evidence-based mutual funds and, where appropriate, individual fixed income securities and closed-end funds, and can use model portfolios if the models match a client's investment policy. They allocate a client’s assets among various investments taking into consideration the client’s unique ability, need and willingness to take risks.	Finance
St. Louis University St. Louis University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Idaho University of Idaho Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services